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SPDR S&P Dividend shares owned by Financial Life Planners

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Financial Life Planners from 13F filings

Historical chart of Financial Life Planners investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Financial Life Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Financial Life Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $59k 420 140.21
2024-12-31 $55k 412 132.26

More positions owned by Financial Life Planners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Robinhood Mkts Com Cl A (HOOD)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Axon Enterprise (AXON)
Vanguard World Mega Grwth Ind (MGK)
Ark Etf Tr Fintech Innova (ARKF)
Costco Wholesale Corporation (COST)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Financial Life Planners

Top funds holding SPDR S&P Dividend

Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Ameriprise Financial
Jpmorgan Chase & Co
Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Cetera Investment Advisers
MAI Wealth Advisors

View all funds holding SPDR S&P Dividend